WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
861
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.24M
3
+$712K
4
AMZN icon
Amazon
AMZN
+$496K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$407K

Top Sells

1
+$1.05M
2
+$1.03M
3
+$830K
4
URI icon
United Rentals
URI
+$769K
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$713K

Sector Composition

1 Technology 16.11%
2 Healthcare 9.06%
3 Industrials 6.83%
4 Communication Services 4.53%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$837K 0.25%
28,532
-1,000
102
$828K 0.24%
11,078
+203
103
$815K 0.24%
2,115
+30
104
$785K 0.23%
2,194
-10
105
$757K 0.22%
5,738
+490
106
$715K 0.21%
5,209
-35
107
$705K 0.21%
4,714
108
$702K 0.21%
4,513
-150
109
$682K 0.2%
5,229
+100
110
$656K 0.19%
23,600
-1,870
111
$655K 0.19%
7,056
112
$653K 0.19%
3,416
-675
113
$650K 0.19%
13,296
-143
114
$618K 0.18%
8,225
+4,025
115
$609K 0.18%
1,288
116
$582K 0.17%
2,094
-50
117
$582K 0.17%
1,510
118
$565K 0.17%
7,420
-100
119
$561K 0.16%
7,711
+5
120
$561K 0.16%
2,784
-133
121
$554K 0.16%
11,000
122
$534K 0.16%
6,860
123
$518K 0.15%
5,286
124
$515K 0.15%
10,984
-500
125
$505K 0.15%
5,091
+4
3 4
5
6 7